Client Portal

Updating the client experience with a brand refresh and engaging & informative data visualizations.

Overview

I led a small design team on the redesign of the client portal for TIAA-CREF members. This included exploring previous primary and secondary research, divergent prototyping, feature validation, usability testing, and refining high fidelity visual design.


We worked with internal client stakeholders to help define features, explore design direction, and set vision with executives.

Role

Product Strategist Product Design Lead

TOOLS

Figma Adalo Glide Apps Zapier

Client Portal

Updating the client experience with a brand refresh and engaging & informative data visualizations.

Overview

I led a small design team on the redesign of the client portal for TIAA-CREF members. This included exploring previous primary and secondary research, divergent prototyping, feature validation, usability testing, and refining high fidelity visual design.


We worked with internal client stakeholders to help define features, explore design direction, and set vision with executives.

Role

Product Strategist Product Design Lead

TOOLS

Figma Adalo Glide Apps Zapier

Client Portal

Updating the client experience with a brand refresh and engaging & informative data visualizations.

Overview

I led a small design team on the redesign of the client portal for TIAA-CREF members. This included exploring previous primary and secondary research, divergent prototyping, feature validation, usability testing, and refining high fidelity visual design.


We worked with internal client stakeholders to help define features, explore design direction, and set vision with executives.

Role

Product Strategist Product Design Lead

TOOLS

Figma Adalo Glide Apps Zapier

A responsive web app for reviewing investments, performance, and managing accounts.